See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,526 | $62,586-28.9% | $76,768-42.0% | $64,186-30.6% |
| Participation rate | 52.8% | 72.8%-20.0pp | 77.0%-24.1pp | 69.6%-16.7pp |
| Annual return | -6.99% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $173 | $1,832-90.6% | $2,485-93.0% | $2,381-92.7% |
| Participant deferral / active EE | $1,728 | $3,145-45.0% | $3,852-55.1% | $3,470-50.2% |
| Admin fee / account holder | $2,782 | $4,667-40.4% | $6,675-58.3% | $4,888-43.1% |